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Summit Trail Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Summit Trail Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.9M Sell
804,441
-39,451
-5% -$2.36M 0.69% 24
2025
Q4 		$50.6M Sell
843,892
-262,356
-24% -$15.8M 0.87% 16
2025
Q3 		$66.4M Sell
1,106,248
-228,269
-17% -$13.6M 0.92% 17
2025
Q2 		$79.8M Sell
1,334,517
-524,809
-28% -$31.1M 1.37% 11
2025
Q1 		$110M Sell
1,859,326
-1,932,513
-51% -$113M 3.64% 5
2024
Q4 		$220M Sell
3,791,839
-200,712
-5% -$11.8M 8.12% 2
2024
Q3 		$241M Buy
3,992,551
+1,060,467
+36% +$63.3M 5.98% 3
2024
Q2 		$171M Sell
2,932,084
-228,149
-7% -$13.2M 4.49% 3
2024
Q1 		$185M Buy
3,160,233
+1,514,349
+92% +$88.8M 4.92% 3
2023
Q4 		$97.6M Buy
1,645,884
+1,127,561
+218% +$65M 3.23% 3
2023
Q3 		$29.6M Buy
+518,323
New +$30.1M 1.09% 13

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Summit Trail Advisors's VGIT Position: Q1 2026 in Review

Summit Trail Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.7% in Q1 2026, selling an estimated $2.36M and leaving 804,441 shares worth $47.9M. The position accounts for 0.69% of the portfolio, ranked #24.

Summit Trail Advisors first reported a position in VGIT in Q3 2023 and has held it in 11 quarters since. The position peaked at $241M in Q3 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Summit Trail Advisors held 804,441 shares of Vanguard Intermediate-Term Treasury ETF worth $47.9M as of Q1 2026.
  • Summit Trail Advisors sold 39,451 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $2.36M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.69% of Summit Trail Advisors's portfolio in Q1 2026, its #24 holding.
  • Summit Trail Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • Summit Trail Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $241M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.